EXENCIAL WEALTH ADVISORS, LLC's ownership history for HEI

EXENCIAL WEALTH ADVISORS, LLC currently holds 840 shares with a market value of $271.2K. It started holding HEI on 2024-09-30. At its peak, it held 981 shares on 2024-09-30. Its highest holding value was $274.2K on 2025-06-30. At its lowest, it held 836 shares on 2025-06-30, with a value of $230.6K on 2024-12-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 140. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 141.